‘No one wants to be left behind’ in AI adoption: HPE CEO talks Q2 earnings

‘No one wants to be left behind’ in AI adoption: HPE CEO talks Q2 earnings

By Yahoo Finance Video
Publication Date: 2026-06-02 19:36:00

Hewlett Packard Enterprise (HPE) is holding strong gains heading into Tuesday’s close after beating fiscal second-quarter estimates for adjusted earnings ($0.79 per share vs. $0.54 forecast) and revenue ($10.68 billion vs. $9.74 billion forecast). The technology company’s stock moves are driven by the growth of its AI server business, which is now seen as a new contender in the AI ​​infrastructure race. HPE CEO Antonio Neri sits down with Yahoo Finance Executive Editor Brian Sozzi to talk more about earnings results, 2027 guidance, AI infrastructure, and supply constraints. This was HPE’s biggest earnings beat seen since 2018, in addition to record revenue.